BRC

BRADY CORP

NYSE · Miscellaneous Manufacturing Industries · Inc. WI · CIK 0000746598
$84.89 +0.38% $4.0B
High Impact Filing (7/10)15 New Institutional Positions10 Institutional Exits
Vol
Market Cap$4.0B
Cap SizeMid Cap
Analyst ConsensusBuy (67%)
Inst. Holders50 funds
Inst. Value$2.5B
Inst. Activity15 buys / 10 sells
Insider Activity1B / 0S
Insider Net $$1.0M
Reddit Sentiment67° Warm
SEC Reports6
Press Releases2
Exchange NYSE·Sector Miscellaneous Manufacturing Industries·Inc. WI·CIK 0000746598·Prev Close $84.57

Price Targets

$101.50 +19.6% upside Buy
Current $84.89 Low $100.00 Median $101.50 High $103.00 2 analysts
$100.00 $103.00

Analyst Ratings

Buy67% buy · 6 analysts
2Strong Buy
2Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 9, 2026 Sidoti & Co. UPGRADE Neutral → Buy
Jan 29, 2026 Freedom Broker MAINTAIN Hold → Hold

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.47 ▲ +6.9% $1.43 — $1.50 16% YoY 2
Next Q $1.30 ▲ +0.8% $1.27 — $1.33 7% YoY 2
Current FY $5.28 ▲ +4.9% $5.24 — $5.31 15% YoY 2
Next FY $6.09 ▲ +5.2% $6.09 — $6.09 15% YoY 1

Top Institutional Holders

FundValueMove
FMR LLC$531.3M
BlackRock, Inc.$336.1M
VANGUARD PORTFOLIO MANAGEMENT LLC$212.7M
Neuberger Berman Group LLC$194.7M
VANGUARD CAPITAL MANAGEMENT LLC$151.2M

Recent Insider Trades

DateInsiderTypeValue
Jun 10, 2026Nargolwala VineetBUY$1.0M
Jun 10, 2026Nargolwala VineetA$0.00
Jun 8, 2026Bojarski OlivierA$0.00
Jun 8, 2026Nargolwala VineetA$0.00
Apr 6, 2026ALLENDER PATRICKA$24.4K

Reddit Sentiment

67°
Warm
Bearish Neutral Bullish
2 mentions 2 bullish 0 bearish
50 institutional holders with $2.5B total value (30,775,085 shares) as of 2026-Q1. Top holders: FMR, BlackRock,, VANGUARD. Net buying activity: 15 institutions added/increased vs 10 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1FMR LLC6,539,875$531.3M21.3%
2BlackRock, Inc.4,136,528$336.1M13.4%
3VANGUARD PORTFOLIO MANAGEMENT LLC2,618,229$212.7M8.5%
4Neuberger Berman Group LLC2,396,541$194.7M7.8%
5VANGUARD CAPITAL MANAGEMENT LLC1,861,125$151.2M6.0%
6FIRST TRUST ADVISORS LP1,668,027$135.5M5.4%
7FRANKLIN RESOURCES INC1,597,499$129.8M5.2%ADD +34.4%
8STATE STREET CORP1,572,548$127.8M5.1%
9DIMENSIONAL FUND ADVISORS LP1,437,571$116.8M4.7%
10KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC960,424$78.0M3.1%NEW
11RENAISSANCE TECHNOLOGIES LLC912,640$74.1M3.0%
12ROYCE & ASSOCIATES LP640,671$52.0M2.1%
13CHARLES SCHWAB INVESTMENT MANAGEMENT INC473,130$38.4M1.5%
14WELLINGTON MANAGEMENT GROUP LLP356,367$29.0M1.2%
15MORGAN STANLEY330,820$26.9M1.1%
16VANGUARD FIDUCIARY TRUST CO264,340$21.5M0.9%
17Allianz Asset Management GmbH257,561$20.9M0.8%
18WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC254,182$20.6M0.8%TRIM -27.9%
19Swedbank AB240,000$19.5M0.8%
20Allspring Global Investments Holdings, LLC226,053$18.4M0.7%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FRANKLIN RESOURCES INCADD1,188,1891,597,499+34.4%$129.8M2026-Q1
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLCNEW960,424$78.0M2026-Q1
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCTRIM352,534254,182-27.9%$20.6M2026-Q1
ENVESTNET ASSET MANAGEMENT INCDOUBLED24,75490,849+267.0%$7.4M2026-Q1
SEI INVESTMENTS CODOUBLED7,24361,870+754.2%$5.0M2026-Q1
BANK OF AMERICA CORP /DE/DOUBLED22,91248,672+112.4%$4.0M2026-Q1
JUPITER ASSET MANAGEMENT LTDTRIM144,33739,538-72.6%$3.2M2026-Q1
FIFTH THIRD BANCORPDOUBLED3,50814,673+318.3%$1.2M2026-Q1
Trexquant Investment LPTRIM40,85713,281-67.5%$1.1M2026-Q1
Atria Investments, IncADD7,1189,697+36.2%$787.8K2026-Q1
AmundiADD7,2419,148+26.3%$743.2K2026-Q1
Russell Investments Group, Ltd.ADD7,0819,088+28.3%$738.4K2026-Q1
DEUTSCHE BANK AG\ADD6,5548,897+35.7%$722.8K2026-Q1
LAZARD ASSET MANAGEMENT LLCNEAR_EXIT53,8067,937-85.2%$644.8K2026-Q1
HighTower Advisors, LLCADD5,4867,438+35.6%$604.3K2026-Q1
NISA INVESTMENT ADVISORS, LLCNEAR_EXIT20,3415,061-75.1%$411.2K2026-Q1
Mariner, LLCTRIM6,3113,867-38.7%$314.1K2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUPTRIM7,8513,895-50.4%$312.6K2026-Q1
GROUP ONE TRADING LLCDOUBLED5382,932+445.0%$238.2K2026-Q1
Brevan Howard Capital Management LPTRIM6,8162,495-63.4%$202.7K2026-Q1
BNP Paribas Asset Management Holding S.A.ADD541711+31.4%$57.8K2026-Q1
Allworth Financial LPADD289572+97.9%$46.5K2026-Q1
ASSETMARK, INCDOUBLED30181+503.3%$14.7K2026-Q1
DANSKE BANK A/SNEAR_EXIT900100-88.9%$8.1K2026-Q1
Olstein Capital Management, L.P.TRIM10,5007,500-28.6%$609.002026-Q1
3 unique insiders with 5 transactions. Net insider value: $1.0M ($1.0M bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 10, 2026Nargolwala Vineet APresident & CEOBUY13,011$76.86$1.0M
Jun 10, 2026Nargolwala Vineet APresident & CEOAWARD25,684
Jun 8, 2026Bojarski OlivierPresident Americas & AsiaAWARD15,506
Jun 8, 2026Nargolwala Vineet APresident & CEOAWARD39,698
Apr 6, 2026ALLENDER PATRICK WDirectorAWARD304$80.22$24.4K
Current analyst consensus: Buy (67% buy). Based on 6 analysts: 2 strong buy, 2 buy, 2 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$101.50 mean target +19.6% upside Buy (1.00)
$100.00 Low $103.00 High
MetricValue
Current Price$84.89
Target Low$100.00
Target Mean$101.50
Target Median$101.50
Target High$103.00
# Analysts2
RecommendationBuy (1.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-07-31
$1.47 $1.43 $1.50 16.3% +6.9% 2↑ 0↓ $0.4B 7.6% 2
Next Q
2026-10-31
$1.30 $1.27 $1.33 7.4% +0.8% 1↑ 1↓ $0.4B 3.8% 2
Current FY
2026-07-31
$5.28 $5.24 $5.31 14.7% +4.9% 2↑ 0↓ $1.7B 9.2% 2
Next FY
2027-07-31
$6.09 $6.09 $6.09 15.4% +5.2% 2↑ 0↓ $2.5B 53.1% 1

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.465
7d ago$1.465
30d ago$1.370+0.095
60d ago$1.380+0.085
90d ago$1.380+0.085
2 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 9, 2026 Sidoti & Co. UPGRADE Neutral Buy
Jan 29, 2026 Freedom Broker MAINTAIN Hold Hold

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20262220067%
May 1, 20262220067%
Apr 1, 20262220067%
Mar 1, 20262220067%
Feb 1, 20263210083%
Jan 1, 20263210083%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

67°
Warm
Bearish Neutral Bullish
2 mentions 2 bullish 0 bearish 2 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 12, 2026160° Warm101
May 12, 2026160° Warm101

Recent Reddit Threads

r/pennystocks Bullish 1mo ago
RILY (Massive Potential Post Earnings)
▲ 1 💬 1 ⚡ 0.5
r/options Neutral 1mo ago
RILY (Massive Potential)
▲ 1 💬 2 ⚡ 0.5
May 21, 2026
earnings_calendar
BRC Q3 2026 Earnings Scheduled — 2026-05-21
May 19, 2026
dividend
Brady Corporation declares regular dividend to shareholders
<p>MILWAUKEE, May 19, 2026 (GLOBE NEWSWIRE) -- On May 19, 2026, Brady Corporation’s (NYSE: BRC) Board of Directors declared a dividend to shareholde
May 18, 2026
earnings
Brady Corporation Reports Record Adjusted EPS in its Fiscal 2026 Third Quarter and Raises its Fiscal 2026 Adjusted EPS Guidance
<p>MILWAUKEE, May 18, 2026 (GLOBE NEWSWIRE) -- Brady Corporation (NYSE: BRC) (“Brady” or “Company”), a world leader in identification solutions, tod
May 18, 2026
earnings_calendar
BRC Q3 2026 Earnings Scheduled — 2026-05-18
May 13, 2026
earnings
Brady Corporation Announces Earnings Conference Call
<p>MILWAUKEE, May 13, 2026 (GLOBE NEWSWIRE) -- Brady Corporation (NYSE: BRC), will announce its fiscal 2026 third quarter financial results on Monda
Apr 20, 2026
m_and_a
Brady Corporation to Acquire Honeywell’s Productivity Solutions and Services Business, Expanding Portfolio with Data Capture and Workflow Solutions
<p>MILWAUKEE, April 20, 2026 (GLOBE NEWSWIRE) -- Brady Corporation (NYSE: BRC) (“Brady” or “Company”), a world leader in identification solutions, t